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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,213 | $57,073-61.1% | $85,126-73.9% | $80,925-72.6% |
| Participation rate | 6.1% | 56.4%-50.3pp | 67.5%-61.5pp | 67.7%-61.6pp |
| Annual return | 10.46% | 21.69%-11.2pp | 66.63%-56.2pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $779 | $3,113-75.0% | $4,523-82.8% | $4,299-81.9% |
| Admin fee / account holder | $11,145 | $4,988+123.4% | $6,160+80.9% | $6,940+60.6% |